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Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
24/7 Wall St.147d agoneutral
Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

The space ETFs prepping for liftoff ahead of SpaceX IPO
Yahoo Finance Video147d agoneutralVIDEO
The space ETFs prepping for liftoff ahead of SpaceX IPO

Space-related funds are seeing a surge of inflows as investors eagerly await the IPO of Elon Musk's SpaceX (SPAX.PVT). In the latest installment of Yahoo Finance's ETF Report, TMX VettaFi head of research Todd Rosenbluth to talk about the ETFs that could draw in the most investors — like the Procure Space ETF (UFO) — as interest in the broader space economy grows. Rosenbluth goes on to weigh in on prediction market ETFs that are set to launch.

Apple Explores New Chip Suppliers As Investors Weigh Supply Chain Risks
Simply Wall St.147d agoneutral
Apple Explores New Chip Suppliers As Investors Weigh Supply Chain Risks

Apple is in early exploratory talks with Intel and Samsung about producing some of its processors outside of TSMC. The discussions are aimed at easing chip supply constraints and reducing supply chain and geopolitical risk. The move comes as global semiconductor shortages and rising AI related demand continue to pressure capacity. For investors watching NasdaqGS:AAPL, this potential shift in chip suppliers sits alongside a stock that has seen strong multi year returns, with the share price...

While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech
24/7 Wall St.147d agoneutral
While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

AI boom pushes Samsung to $1T
TechCrunch147d agoneutral
AI boom pushes Samsung to $1T

Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone.

Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?
24/7 Wall St.147d agoneutral
Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

Alphabet (NASDAQ:GOOGL) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B (+22% YoY) and Google Cloud growth of 63%. The stock has rallied 30% in the past month, validating the report. That is the bar. Below, we count ... Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

iPhone 17 Rules, Becomes World's Best-Selling Smartphone
Benzinga147d agobearish
iPhone 17 Rules, Becomes World's Best-Selling Smartphone

Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, capturing a 6% share of global unit sales, Counterpoint noted on Monday. The iPhone 17 Pro Max and iP

Some iPhone owners could get up to $95 payment after Apple agrees to settle case for $250 million
Associated Press147d agoneutral
Some iPhone owners could get up to $95 payment after Apple agrees to settle case for $250 million

Owners of some iPhones are in line to get cash payments of up to $95 from Apple after the company on Tuesday reached a $250 million settlement in a class-action lawsuit for false advertising of its artificial intelligence capabilities. The company has been scrambling to keep up with tech rivals amid the AI boom but still hasn't delivered on the Siri revamp two years later. The lawsuit, filed on behalf of U.S. consumers in the San Francisco federal court for the Northern District of California, alleged that Apple deceived consumers with a marketing campaign that promoted features that did not yet exist and misled them into buying the devices.

Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
Bloomberg147d agoneutral
Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club

(Bloomberg) -- Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker more than quadrupled over the past year on booming demand for the chips used in artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite H

Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus
Simply Wall St.148d agoneutral
Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus

Apple is in early talks with Intel about using Intel's U.S. facilities to manufacture chips. The discussions focus on Apple potentially adding Intel as a supplementary or alternative supplier to TSMC. The talks are described as preliminary, with no formal agreement announced. For investors watching NasdaqGS:INTC, these discussions come at a time when the stock is trading at $108.18, following very large 1 year returns and a 174.7% return year to date. The share price move has been...